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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,227 | $72,177-24.9% | $115,038-52.9% | $59,633-9.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.55% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,133 | $2,841+10.3% | $4,608-32.0% | $2,203+42.2% |
| Participant deferral / active EE | $4,018 | $4,783-16.0% | $6,026-33.3% | $3,192+25.9% |
| Admin fee / account holder | $682 | $4,927-86.2% | $8,175-91.7% | $4,297-84.1% |